The Professional Advisory Council Program

FirstHealth of the Carolinas is concerned with and committed to helping people preserve their health and wealth. The Foundation of FirstHealth is concerned with finding the financial support to fulfill its mission … to care for people.

The Foundation realizes that before anyone can be in a position to provide charitable support, they must first feel comfortable they have satisfied their own long-term financial needs.

With this in mind, the Foundation of FirstHealth established the Professional Advisory Council in the 1980s. The Council consists of volunteer professionals in the community including attorneys, certified public accountants, trust officers, investment advisers, chartered life underwriters, professional estate and financial planners. (See list)

The goal of the Council is twofold: (1) to help potential donors achieve maximum financial security; and (2) to suggest ideas that allow the donor to consider charitable support to entities of FirstHealth of the Carolinas. The intent of the Foundation is not to take the place of the donor's professional advisers, but rather, to work with the donor and his/her advisers to produce a comprehensive financial plan that satisfies the donor's personal and charitable interests.

A primary objective of the Professional Advisory Council is to inform the community about the benefits of estate planning and charitable giving through seminars and educational material. The Council works with the Foundation to provide the residents of our community with creative ideas, information and suggestions on estate planning strategies. An organized approach to estate planning can bring order to what may otherwise be an overwhelming task. The Foundation and the volunteer Professional advisers believe this is an important public service to offer our community.